Investing in your family's future wealth.
Legacy and Estate Planning

Legacy and Estate Planning

Engaging your entire family in a discussion around the responsibilities and opportunities that wealth brings significantly improves your odds of creating an enduring family legacy. Your Wealth Adviser can work with you to build a comprehensive plan for transferring assets to future generations, while also working with each generation to help teach responsibility for nurturing the family legacy through collaborative wealth management.
We can also help you define a philanthropic strategy that maximises the positive impact your wealth can have in the areas that matter to you.
Throughout these discussions, we work alongside your lawyers and accountant to ensure all aspects of your estate planning are handled efficiently and in a tax-effective manner.
Our end goal is to provide the planning and support that you and your family need to steward your wealth across generations.